Retiring In The Next 10 Years?Watch the webinar on how to prepare for retirement with clarity!
What You Will Get On The Webinar
On this pre-recorded webinar I cover the exact strategy that I use for all of my clients as they head in to retirement so that their cash flows are protected.
☑️ How to understand how much retirement income you will have
☑️ How to properly look at asset allocation based on expected cash flows
☑️ Questions to ask your advisor as you prepare for retirement
You Are Creating Your Own Pension
Traditional financial advisors ask you what your risk tolerance is.
This does not plan for the expenses and goals that you have coming up.
How exactly will the portfolio fund your dreams? If you have a required cash flow in the next few years then you better have that protected!
There are two buckets for every goal that needs to be factored in. Immediate/medium term cash needs and growth.
These two items must be individually addressed for every goal that a family has.
First protect the cash flows and then seek optimal growth in order to hit their retirement goals.
In this webinar we walk you through the exact steps that we go through with every one of our clients.
About TK Dale Wealth Management
TK Dale Wealth Management is located in Newmarket, Ontario.
TK Dale Wealth Management was founded by Trevor Dale, CFA, after working in the financial industry for 15 years serving high net worth individuals searching for a better way to manage wealth.
Over the course of his career, Trevor had searched for the formula that worked to give the insight and structure that a pension fund has but to an individual’s wealth. After realizing the many similarities in the structure of a pension fund to a person’s wealth he also saw the many differences in how the money was managed and counselled.
He began to structure people the same way that pension funds are structured and that’s how TK Dale Wealth Management was born.
Joining the army reserves, doing reconnaissance at the age of 17, after university he worked in a bank branch and then the bank’s trading floor working with pension funds and hedge funds, working with foreign exchange, stocks, bonds, swaps, options and more.
Prior to founding TK Dale Wealth, Trevor was a portfolio manager, director of client services and chief compliance officer. He helped to launch a new fund, advised high net worth clients and was responsible for the firm’s compliance.
At TK Dale Wealth our mission is to act as the CFO for families retiring in the next 10 years, providing you elite advice while leaving you feeling confident and certain over your financial future… the best version of you.